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Robert Caldwell Bellas

MORGENTHALER MANAGEMENT CORPORATION·PORTOLA VALLEY, California
Clean recordMORGENTHALER MANAGEMENT CORPORATION
3200 ALPINE ROAD, PORTOLA VALLEY, CA 94028CRD# 6027381Firm CRD# 161509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Caldwell Bellas · PORTOLA VALLEY, CA
Registration
CRD #6027381 · MORGENTHALER MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Caldwell Bellas is a registered financial advisor based in PORTOLA VALLEY, California, affiliated with MORGENTHALER MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MORGENTHALER MANAGEMENT CORPORATION
MORGENTHALER MANAGEMENT CORPORATION
AUM
$107M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at MORGENTHALER MANAGEMENT CORPORATION →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL & BOARD FEES
Regulatory
SEC/IARD CRD# 6027381
Firm CRD# 161509
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Caldwell Bellas offer?
Robert Caldwell Bellas specializes in Retirement Planning. Contact their office in PORTOLA VALLEY, California for a consultation.
What are Robert Caldwell Bellas's credentials?
Robert Caldwell Bellas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Caldwell Bellas located?
Robert Caldwell Bellas is based in PORTOLA VALLEY, California, working with MORGENTHALER MANAGEMENT CORPORATION. Their office serves clients in the PORTOLA VALLEY metropolitan area and surrounding communities.
How does Robert Caldwell Bellas charge for services?
Robert Caldwell Bellas's firm is compensated through percentage of aum, performance-based fees, other: percentage of committed capital & board fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGENTHALER MANAGEMENT CORPORATION?
MORGENTHALER MANAGEMENT CORPORATION has approximately 14 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MORGENTHALER MANAGEMENT CORPORATION

Ching Mei Wu
PORTOLA VALLEY, CA
James William Broderick
MENLO PARK, CA
Terrye L Bellas
PORTOLA VALLEY, CA

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Research
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